Epam Systems Inc.'s stock has fallen to a new 52-week low of $89.21, marking a 45.72% decline over the past year. Despite recent positive Q1 2026 earnings that exceeded analyst expectations, concerns about future growth and cash flow persist, leading to downgrades from some analysts. However, InvestingPro analysis suggests the stock may be undervalued, with 12 analysts revising earnings forecasts upward.

Investment Management Corp of Ontario has increased its stake in The TJX Companies, Inc. by 31.3%, purchasing an additional 22,910 shares to bring its total holdings to 96,169 shares valued at $14.8 million. Other institutional investors like Norges Bank and Alliancebernstein have also significantly increased their positions, with institutional ownership of TJX at 91.09%. TJX continues to demonstrate solid financial performance, exceeding quarterly EPS and revenue estimates, and analysts maintain a bullish "Buy" rating with a consensus target price of $174.58.

Janus Henderson Group PLC decreased its stake in The Goldman Sachs Group by 2.6% in Q4, holding 733,469 shares valued at $644.71 million. Other institutional investors adjusted their holdings as well, with institutional ownership totaling 71.21%. Wall Street analysts have a consensus "Hold" rating on GS with a target price of $941.82, while insider selling by CFO Denis P. Coleman and CAO Sheara J. Fredman was also reported.

Evolve Private Wealth LLC has acquired a new position in Verizon Communications Inc. ($VZ) during the fourth quarter, purchasing 87,530 shares valued at approximately $3.565 million. This investment comes as several other institutional investors have also adjusted their holdings in Verizon. The article details Verizon's recent financial performance, dividend announcement, and analyst ratings, noting that hedge funds and other institutional investors collectively own 62.06% of the company's stock.

Investment Management Corp of Ontario significantly increased its stake in Intuit Inc. (NASDAQ:INTU) by 84.1% in the fourth quarter, now holding 23,995 shares valued at $15.895 million. Other institutional investors also modified their holdings, with Rakuten Investment Management Inc. boosting its position by over 500% and Bank of New York Mellon Corp increasing its shares by 20.3%. Despite recent sales by an insider, analysts generally have a "Moderate Buy" rating for Intuit, though price targets have been adjusted downwards by some firms while others like Goldman Sachs downgraded the stock to "Sell" due to concerns about AI impacting TurboTax revenue.

Starbucks plans to open 50-100 new stores annually in India, a market CEO Sushant Dash calls one of the fastest-growing globally for the coffee giant. Despite being loss-making, Tata Starbucks expects strong demand and aims to expand its presence, especially with premium Reserve stores. The company maintains a roughly 30% market share in India and sources most products locally, prioritizing growth over immediate profit.

Investment Management Corp of Ontario significantly increased its holdings in Lam Research Corporation (NASDAQ:LRCX) by 71.3% in the fourth quarter, now owning 119,818 shares valued at over $20.5 million. This comes as other institutional investors have also adjusted their positions in the semiconductor company. Lam Research recently reported strong quarterly earnings, topping analyst estimates, and announced a quarterly dividend, while analysts have set new, higher price targets for the stock.

Evolve Private Wealth LLC has acquired a new stake worth approximately $4 million in Altria Group, Inc. during the fourth quarter. Other institutional investors like Darwin Wealth Management LLC and Navalign LLC also recently increased their holdings in Altria. The article notes Altria's stock performance, recent earnings beat, dividend announcement, and includes details of recent insider stock sales and analyst ratings.

Investment Management Corp of Ontario significantly reduced its stake in Verizon Communications Inc. by selling 69,665 shares in Q4, lowering its total holdings to 557,256 shares valued at $22.7 million. Despite beating EPS estimates, Verizon's Q4 revenue fell short, though it announced a quarterly dividend of $0.7075 per share, yielding 6.2% annually. Analysts maintain a "Moderate Buy" rating with a consensus price target of $50.59, while the stock trades at a 1.9% loss, influenced by recent customer-friendly initiatives and concerns over profitability.

Evolve Private Wealth LLC has acquired a new position in Snap-On Incorporated (NYSE:SNA), purchasing 11,424 shares valued at approximately $3.94 million in the fourth quarter. Other institutional investors also increased their holdings in Snap-On, which posted strong financial results, including a 5.8% year-over-year revenue increase and a share buyback program. Analyst ratings remain largely positive, with a consensus of "Moderate Buy" for the stock.